Client Referral Program
Know someone who should
know their numbers?
If you know an independent firm that's tired of guessing where growth comes from, introduce us. When they sign on to Know Your Numbers™, you get 10% off your monthly cost for a full year — and it stacks with every referral.
Takes about a minute · No limit on referrals
Your reward
Discounts that stack
How it works
Four steps. Then the savings just show up.
Refer a colleague
Tell us who to reach out to using the form below. It takes about a minute — just their name and the best way to contact them.
We make the introduction
Our team reaches out and shows them whether Know Your Numbers™ is a fit. No pressure, no spam, no hard sell.
They sign on
If they become a client, your reward activates automatically. You don't have to track anything or remind us.
You start saving
10% comes off your monthly service cost for the next 12 months. Refer again and the discounts stack.
Refer a colleague
Who should know their numbers?
Share their details and we'll take it from there. Your discount activates the day they sign on.